Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages

Australian Superannuation Transfers

HAVE YOU WORKED IN AUSTRALIA AT ALL SINCE 1992? IF SO, THEN IT IS LIKELY YOU WILL HAVE MONEY SITTING IN AN AUSTRALIAN SUPERANNUATION ACCOUNT.

Trans-Tasman Superannuation portability took effect on 1 July 2013, enable transfers from Aussie Super to your KiwiSaver Scheme.

 

Why transfer your Australian Super to KiwiSaver?

  • It will enable you to consolidate your retirement savings in NZ
  • You will avoid paying fees and charges on accounts in two countries and multiple Schemes
  • You will have easier access to information on your total retirement savings in the one place.
  • Transfer from Aussie to NZ are exempt from any entry or exit taxes.
  • The NZ tax regime is generally more advantageous to NZ residents than the Australian regime.

 

Transferring is easy and free. We can guide you through the process. Working with our KiwiSaver partner we’ll liaise with your Australian Super provider to get your funds to the right side of the ditch!

If you have any questions, would like some more information or want to setup an appointment, get in touch with us now.

 

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Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
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Little Rock Financial Services Ltd  .  The Stoneman Group Ltd  .  HOSB Financial Consultants Ltd

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Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Australian Superannuation Transfers by Momentum Wealth Whanganui
Follow Momentum on Facebook
Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Australian Superannuation Transfers by Momentum Wealth Whanganui

Little Rock Financial Services Ltd

The Stoneman Group Ltd

HOSB Financial Consultants Ltd

- Trading as Momentum -